+12.0%
GEHC vs HALO
+86.0%
-74.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.8% |
| 7D | -5.2% | +0.5% | -5.7% | -5.2% |
| 30D | -7.0% | +5.0% | -12.0% | -7.6% |
| 3M | +3.3% | +53.1% | -49.8% | -2.9% |
| 6M | -10.0% | +60.8% | -70.8% | -16.0% |
| YTD | -18.5% | +60.9% | -79.4% | -24.1% |
| 1Y | -14.4% | +42.8% | -57.2% | -19.2% |
| 3Y | +3.4% | +181.3% | -177.8% | -9.5% |
| All | +12.0% | +86.0% | -74.1% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HALO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling